Investor's Corner

10 things Tesla (TSLA) retail investors want to know from Q1 2019 earnings call

Tesla’s retail investors are aggregating a number of inquiries that will hopefully be addressed in the upcoming Q1 2019 earnings call. The questions are aggregated from verified TSLA investors by Say, a startup that aims to create and develop investor communication tools.

Using the platform, Tesla investors have been submitting and voting on inquiries they wish to be discussed and clarified by the electric car maker. The crowdsourced initiative has garnered quite a lot of support from the TSLA investor community, with over 340 retail shareholders representing around $30 million worth of stock posting their inquiries on the platform.

Here are 10 questions that garnered the most votes from the company’s retail shareholders.

  1. Will Tesla be able to complete their purchase of Maxwell Technologies? What is holding that back?
  2. Last earnings call, Tesla emphasized the prioritization of improving customer service in Q1. It appears that significant improvements have been made. Can you share some key performance metrics around improving customer service?
  3. Can we expect the pace of pricing changes to continue? Can you elaborate on the price hike trajectory of the Full-Self Driving option beginning May 1st?
  4. Elon, most people when they think of Tesla only see it as an automotive company. Can you speak to Energy side of the company, specifically the road map for when you see the energy side of things really taking off and generating major revenue for the company? Thanks.
  5. When and where will the Tesla Semi begin production?
  6. When do you expect Powerwall and Powerpack production to meet current orders? What about the solar roof tiles?
  7. Is Tesla considering creating an insurance program in order to further simplify the ownership experience and to more accurately take into account the safety of driving on autopilot? The insurance market is very unreliable for Tesla owners right now.
  8. Do you have an updated timeline for the Tesla Pickup Truck reveal?
  9. Elon, if you were to ask Andrej Karpathy when he believes Tesla will be technically capable of Level 5 autonomy, when would Andrej estimate Level 5 or Full-Self Driving will be technically complete? (not released to customers, nor having received regulatory approval)
  10. Are you still confident you will be profitable in Q2 and Q3?

Tesla is yet to fully confirm if it will be entertaining questions from its retail investors in its earnings call, though the company has been open to the idea in the past. In the Q2 2018 earnings call, retail investors representing $60 million worth of TSLA shares listed down 305 questions for the company, and five were personally answered by Elon Musk during the Q&A session.

Tesla is quite unique in the way that it is willing to democratize its process of communicating its earnings to shareholders and its institutional investors. Such a strategy is unusual, and is yet another step away from convention, especially since traditional earnings calls primarily feature questions from Wall Street analysts and the occasional member of the media. If Tesla includes crowdsourced questions in its Q1 2019 earnings call, the electric car maker will be ensuring once more that inquiries which are most relevant and pertinent to retail investors are addressed.

Tesla’s Q1 2019 earnings call is expected to be held on Wednesday, April 24, 2019 at  2:30 p.m. Pacific Time (5:30 p.m. Eastern Time).

The full list of questions from TSLA’s retail investors listed on Say could be accessed here.

10 things Tesla (TSLA) retail investors want to know from Q1 2019 earnings call
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